Event Planner

Event Planner

Event Planning

• Responsible for all events from execution to completion
• Coordinate event dates with advisor calendars
• Contact restaurants and event halls to schedule events
• Work with Leading Response to coordinate mailers
• Work with CEO to update mailers regularly
• Maintain yearly event schedule of all areas
• Work with restaurant event coordinators to plan event meals and agenda
• Research new restaurants in existing event areas
• Research new areas to hold events
• Work with Advisors Excel to design client event invitations, materials and gifting
• Create and export event invitation lists from client database

Event Preparation

• Manage events in Leading Response CRM
• Send confirmation email to event registrants
• Complete qualifying calls 48 hours before events
• Prep workshop materials for workshops
• Make sure event PowerPoint is up to date and presenting laptop is updated
• Weekly inventory and organization of all workshop supplies

Event Follow-Up

• Input all event details into seminar spreadsheet
• Input all scheduled appointments into advisor calendars
• Contact interested attendees who asked to schedule at a later time
• Mail out appointment packets
• Create main files

Supply Management

• Monthly inventory and ordering of all seminar materials and supplies

 Miscellaneous

• Track all expenses and maintain budget
• Back up for Client Relations Administrator
• Give weekly event status update during team meetings